Steward Partners Investment Advisory, LLC First Tr ETF Vi Smid Cap Risin Transaction History
Steward Partners Investment Advisory, LLC
- $8.95 Billion
- Q1 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in First Tr ETF Vi Smid Cap Risin stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 680,773 shares of SDVY stock, worth $22.7 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
680,773
Previous 456,026
49.28%
Holding current value
$22.7 Million
Previous $14.9 Million
58.63%
% of portfolio
0.26%
Previous 0.2%
Shares
13 transactions
Others Institutions Holding SDVY
# of Institutions
308Shares Held
90.1MCall Options Held
4KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC13.3MShares$442 Million0.25% of portfolio
-
Morgan Stanley New York, NY10.5MShares$349 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA7.36MShares$246 Million0.06% of portfolio
-
Ubs Group Ag3.84MShares$128 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.74MShares$125 Million0.01% of portfolio